Big Innovation Has Impact: Driving Evolutionary Shifts and Creating Competitive Advantage
November 12, 2021
In last week’s blog post, The Power of Innovation to Drive Sustainable Growth and Returns, we shared evidence from various academic and consultant-driven studies supporting the notion that innovation drives sustainable growth and long-term returns. This week, we continue the conversation and provide examples of portfolio holdings we feel provide further evidence that big innovations can have a big impact on returns.
The Power of Innovation to Drive Sustainable Growth and Returns
November 05, 2021
At Evolutionary Tree Capital Management, we believe investors are wise to harness innovation to power their portfolios. Why? Simply put, innovation is what sustains growth for companies and drives stock returns over the long term. In the first of a two-part blog post highlighting the impact of big innovation, we share evidence from various academic and consultant-driven studies that support this theory and profile examples of companies with...
Interview with Tom Ricketts Featured on Financial Advisor Online Magazine Website
October 29, 2021
Investors want to know… How can they harness the power of innovation to compound their wealth? Bill Hortz, founder of the Institute for Innovation Development and a featured columnist for the online edition of Financial Advisor Magazine, tapped Evolutionary Tree Capital Management CIO—and innovation-investing thought leader—Tom Ricketts, for the answer.
Innovation as The Third Style of Investing
October 14, 2021
Does the rise of innovation investing warrant a new investment style? Evolutionary Tree President and CIO Thomas Ricketts believes it does. In a recent “Behind the Markets” podcast hosted by Jeremy Schwartz, Mr. Ricketts offered his perspective on how investors seeking to fully participate in the rise of innovation are finding it necessary to look beyond traditional growth investing. A few of the key points Mr. Ricketts made in favor of...
Evolutionary Tree’s Flagship Innovation-Focused Strategy Ranks #1 Within PSN’s Large-Cap Growth Universe
September 29, 2021
We are very proud to report that our flagship innovation-focused portfolio, Beagle Leading Innovators, is the top-performing strategy in the PSN Large Cap Growth Universe over the trailing three-year period.
Investing in Makers, Not Fakers
September 13, 2021
Investing in innovation is becoming increasingly important to investors—and the industry is catching on. Having launched our first innovation strategy in 2018, Beagle Leading Innovators, Evolutionary Tree is a recognized and respected manager in this important new investing category. Thomas Ricketts, the firm’s CIO and Portfolio Manager, recently spoke about Evolutionary Tree’s process of identifying true innovators—what he refers to as the...
Monitoring the Evolving Pulse of Innovation in Health Care
September 08, 2021
When asked recently how he feels about investing in health care, Evolutionary Tree CIO and Portfolio Manager Thomas Ricketts described the sector as an area of new knowledge, insight and innovations that may be underappreciated by the market. With scientific breakthroughs and patents continuing their upward trend, he and the Evolutionary Tree team are using rigorous research to identify the companies they believe are developing life-changing...
The Kick-Start Effect: The Real Story Behind How Innovators are Faring in a Re-Opening Economy
August 25, 2021
There is growing evidence that many important secular trends which accelerated during COVID have a life in a post-vaccine world. Let’s start with the narrative many market participants were pushing during the recent growth stock pullback, namely that any company which benefited from COVID (e.g., work from home beneficiaries) would necessarily be hurt when the economy re-opened and employees started going back to work. In this narrative—which we...
Meet the Team – Dan Ayre
August 19, 2021
Here at Evolutionary Tree Capital Management, innovation-focused investing is what we do. We also believe the best partnerships are built upon strong relationships between people. This is why we have penned a “Meet the Team” blog series which is designed to help you to get to know us better. Here is a quick and fun Q&A to get to know Dan Ayre better.
The Power of Evolution to Create Long-Term Opportunity
July 16, 2021
Most investors know that the economy is experiencing accelerating change and intuitively understand that this change can create both opportunity and risk. But how does this change play out, and what drives this process? Most importantly for investors is the question: How can I harness this change for long-term value creation? We have developed a unique model around our evolutionary lens approach that tracks the progression of change to its root...
